While attorneys offer advice to clients and execute legaldocuments for them, are they liable when the client makes adecision that doesn’t provide the resolution originallyanticipated? In this professional liability claim an attorneycounsels an employee to proceed with caution, but the employee hasother ideas.

The facts

Plaintiff Carol Reynolds was the bookkeeper and legal secretaryfor defendant Lucy Crawford, a patent lawyer. Mrs. Reynolds and herhusband, George, owned a second home that they rented to a tenanton a monthly basis. On two different occasions, Reynolds obtainedadvice from Crawford to serve a “Demand for Possession forNon-Payment of Rent” to secure late rent payments from her tenant,which Crawford prepared. Reynolds again approached Crawford,requesting advice on what to do about the delinquent tenant.Reynolds contended that Crawford then advised her to participate ina mortgage reduction program offered by one of Crawford’s patentclients, WYM (Wipeout Your Mortgage) TechnologySolutions.

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